Vaughan Nelson Investment Management, L.P.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 106975
- Registered since
- April 25, 1996
- Website
- www.vaughannelson.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies39.41%
- Corporations / Businesses18.76%
- Other Investment Advisers9.16%
- Charitable Organizations7.93%
- Pension & Profit Sharing Plans6.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vaughan Nelson Investment Management, L.P. is an institutional registered investment adviser that has been registered with the SEC since 1996. It serves individuals and families as well as institutional clients, providing portfolio management to individuals, businesses, investment companies, and pooled investment vehicles. Its fees include a percentage of assets under management and performance-based fees. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- US Government Bonds6%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$31.7M in ETFs
72%
$22.9M
28%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE ETF (IWN) | BlackRock | Passive | Small Value | $17.7M | 84,580 | 55.94% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 600 Travis St
- Time zone
- CT (UTC-6)
- Office locations
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